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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1051
Whitebox Advisors
Whitebox Advisors
Minnesota
$624K +$702K 1 0.02% New
1052
CWM
Concert Wealth Management
California
$619K -$339K 2 0.18% Reduced
1053
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$618K +$53.4K 3 0.01% Increased
1054
LMAM
Legg Mason Asset Management
Japan
$604K -$82.9K 1 0.49% Reduced
1055
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$592K $0 1 0.06% Maintained
1056
AR
Advisory Research
Illinois
$591K +$42.1K 1 0.01% Increased
1057
PAM
Princeton Alpha Management
New Jersey
$590K +$44.5K 2 0.13% Increased
1058
R.M. Davis Inc
R.M. Davis Inc
Maine
$587K +$63.1K 1 0.03% Increased
1059
Wealthfront
Wealthfront
California
$586K +$27.5K 4 0.03% Increased
1060
LWM
LBA Wealth Management
Florida
$575K +$108K 2 0.36% Increased
1061
MCM
Maple Capital Management
Vermont
$574K -$79.4K 1 0.2% Reduced
1062
TBA
Train Babcock Advisors
New York
$571K -$34.1K 1 0.18% Reduced
1063
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$549K +$59.2K 4 0.12% Increased
1064
PTA
Pear Tree Advisors
Massachusetts
$539K $0 2 0.44% Maintained
1065
Covington Capital Management
Covington Capital Management
California
$536K $0 1 0.05% Maintained
1066
Boothbay Fund Management
Boothbay Fund Management
New York
$534K +$540K 1 0.35% New
1067
JT
Jump Trading
Illinois
$534K +$519K 1 0.02% Increased
1068
Welch Group
Welch Group
Alabama
$530K +$87K 2 0.1% Increased
1069
SC
Searle & Co
Connecticut
$529K -$115K 3 0.46% Reduced
1070
Two Sigma Advisers
Two Sigma Advisers
New York
$529K -$6.71M 1 0% Reduced
1071
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$526K -$202 1 0.01% Reduced
1072
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$524K $0 1 0.01% Maintained
1073
CL
CIM LLC
New York
$520K -$60.3K 1 0.24% Reduced
1074
NERM
New England Research & Management
Illinois
$519K -$1.01M 1 0.45% Reduced
1075
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$519K -$50.2K 1 0.06% Reduced